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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $44,405 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,494 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,252 | $45,382-62.0% | $154,111-88.8% | $75,289-77.1% |
| Participation rate | 96.7% | 65.9%+30.8pp | 83.0%+13.7pp | 72.4%+24.3pp |
| Annual return | -5.51% | -0.47%-5.0pp | 735.18%-740.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,009 | $1,533-34.2% | $5,298-80.9% | $2,405-58.0% |
| Participant deferral / active EE | $2,356 | $2,384-1.2% | $5,081-53.6% | $3,739-37.0% |
| Admin fee / account holder | $61 | $89-32.2% | $13,411-99.5% | $102-40.8% |